Phillips 66
PSX- Exchange
- NYSE
- Industry
- Petroleum Refining
- SEC CIK
- 0001534701
In the last 90 days, Phillips 66 insiders filed 0 open-market purchases and 7 sales; 2,109 institutions reported holding it in 13F filings for Q2 2026, worth $53.5B in total; 3 superinvestors hold it, including Elliott Investment Management and Harris Associates (Oakmark).
13F holders, Q2 2021
Institutional positions in Phillips 66 as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,327
- +66 vs. Q1 2021
- Shares held
- 306.7M
- +2.90M (+1.0%) vs. Q1 2021
- Total value
- $26.3B
- +$1.56B (+6.3%) vs. Q1 2021
- New holders
- 137
- 500 more added
- Sold out
- 71
- 458 more reduced
11 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PSX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,109 | $53.5B |
| Q1 2026 | 2,132 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,796 | $37.9B |
| Q4 2024 | 1,782 | $34.9B |
| Q3 2024 | 1,775 | $39.8B |
| Q2 2024 | 1,787 | $44.2B |
| Q1 2024 | 1,879 | $52.2B |
| Q4 2023 | 1,793 | $43.7B |
| Q3 2023 | 1,664 | $38.5B |
| Q2 2023 | 1,542 | $30.9B |
| Q1 2023 | 1,573 | $33.4B |
| Q4 2022 | 1,575 | $35.1B |
| Q3 2022 | 1,419 | $27.4B |
| Q2 2022 | 1,445 | $28.3B |
| Q1 2022 | 1,451 | $29.1B |
| Q4 2021 | 1,358 | $22.2B |
| Q3 2021 | 1,239 | $21.2B |
| Q2 2021 | 1,327 | $26.3B |
| Q1 2021 | 1,272 | $25.0B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Peoples Bank | 6,630 | $569.0K | 0.30% | −145−2.1% | Reduced |
| MTM Investment Management, LLC | 6,590 | $566.0K | 0.30% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 6,580 | $565.0K | 0.17% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 6,572 | $564.0K | 0.06% | +560+9.3% | Added |
| Harbor Investment Advisory, LLC | 6,566 | $563.0K | 0.08% | +56+0.9% | Added |
| Transform Wealth, LLC | 6,512 | $559.0K | 0.07% | +396+6.5% | Added |
| Arrow Financial Corp | 6,513 | $558.0K | 0.07% | −23,845−78.5% | Reduced |
| U S Global Investors Inc | 6,500 | $558.0K | 0.02% | 00.0% | Unchanged |
| Miller Investment Management, LP | 6,500 | $558.0K | 0.10% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 6,485 | $557.0K | 0.11% | +866+15.4% | Added |
| Carroll Financial Associates, Inc. | 6,459 | $554.0K | 0.03% | −1,019−13.6% | Reduced |
| Wealth Alliance | 6,455 | $554.0K | 0.13% | +139+2.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 6,437 | $552.0K | 0.41% | +6,437 | New |
| South Street Advisors LLC | 6,420 | $551.0K | 0.10% | +6,420 | New |
| Greenleaf Trust | 6,406 | $550.0K | 0.01% | +428+7.2% | Added |
| American Portfolios Advisors | 6,393 | $548.6K | 0.02% | +38+0.6% | Added |
| NFJ Investment Group, LLC | 6,374 | $547.0K | 0.01% | +6,366+79,575.0% | Added |
| Fiduciary Group LLC | 7,604 | $545.0K | 0.06% | 00.0% | Unchanged |
| Argent Trust Co | 6,353 | $544.0K | 0.04% | +203+3.3% | Added |
| Patten Group, Inc. | 6,315 | $542.0K | 0.16% | +147+2.4% | Added |
| PRW Wealth Management LLC | 6,315 | $542.0K | 0.16% | +6,315 | New |
| Baker Tilly Wealth Management, LLC | 6,302 | $541.0K | 0.09% | +181+3.0% | Added |
| Great Valley Advisor Group, Inc. | 6,243 | $535.0K | 0.04% | +301+5.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,185 | $531.0K | 0.03% | +423+7.3% | Added |
| Allstate Corp | 6,173 | $530.0K | 0.02% | −1,153−15.7% | Reduced |
| Symmetry Partners, LLC | 6,174 | $530.0K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,164 | $529.0K | 0.04% | −67−1.1% | Reduced |
| Vaughan David Investments LLC | 6,168 | $529.0K | 0.02% | +83+1.4% | Added |
| True North Advisors, LLC | 6,166 | $529.0K | 0.11% | +309+5.3% | Added |
| Patron Partners Advisors, LLC | 6,156 | $528.0K | 0.40% | +630+11.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 6,116 | $525.0K | 0.00% | −1,000−14.1% | Reduced |
| Seeyond | 6,117 | $524.0K | 0.05% | −245−3.9% | Reduced |
| Allen Capital Group, LLC | 6,099 | $523.0K | 0.11% | −69−1.1% | Reduced |
| Point72 Hong Kong Ltd | 6,043 | $519.0K | 0.04% | −34,734−85.2% | Reduced |
| Altium Wealth Management LLC | 6,053 | $519.0K | 0.04% | −306−4.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 6,032 | $517.0K | 0.06% | +555+10.1% | Added |
| Acadian Asset Management LLC | 6,025 | $517.0K | 0.00% | +4,596+321.6% | Added |
| Heck Capital Advisors, LLC | 6,021 | $516.7K | 0.10% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 6,018 | $516.0K | 0.14% | +553+10.1% | Added |
| Virtue Capital Management, LLC | 5,997 | $515.0K | 0.10% | −1,029−14.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 5,992 | $514.0K | 0.05% | −250−4.0% | Reduced |
| Regent Investment Management LLC | 5,977 | $513.0K | 0.12% | −275−4.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,969 | $512.0K | 0.35% | +290+5.1% | Added |
| Thomas White International Ltd | 5,950 | $511.0K | 0.07% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,958 | $511.0K | 0.01% | +63+1.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 7,050 | $510.0K | 0.32% | −50−0.7% | Reduced |
| Prospera Financial Services Inc | 5,944 | $510.0K | 0.03% | −645−9.8% | Reduced |
| Westhampton Capital, LLC | 5,948 | $510.0K | 0.33% | +55+0.9% | Added |
| Bremer Bank National Association | 5,914 | $508.0K | 0.11% | −1,156−16.4% | Reduced |
| B. Riley Wealth Management, Inc. | 5,914 | $508.0K | 0.06% | −286−4.6% | Reduced |
| Roof Eidam & Maycock | 5,910 | $507.0K | 0.19% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 5,878 | $505.0K | 0.01% | +117+2.0% | Added |
| Cullinan Associates Inc | 5,874 | $504.0K | 0.03% | −1,500−20.3% | Reduced |
| Retirement Group, LLC | 5,861 | $503.0K | 0.24% | +12+0.2% | Added |
| Conning Inc. | 5,854 | $502.0K | 0.01% | −518−8.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,846 | $501.7K | 0.08% | +533+10.0% | Added |
| FORA Capital, LLC | 5,804 | $498.0K | 0.09% | +5,804 | New |
| Roberts Glore & Co Inc | 5,781 | $496.0K | 0.15% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 5,775 | $496.0K | 0.24% | +30+0.5% | Added |
| Private Trust Co NA | 5,780 | $496.0K | 0.08% | +1,149+24.8% | Added |
| Campion Asset Management LLC | 5,762 | $494.0K | 0.41% | −1,130−16.4% | Reduced |
| 1st Source Bank | 5,750 | $493.0K | 0.03% | −50−0.9% | Reduced |
| Cornerstone Wealth Management, LLC | 5,740 | $493.0K | 0.05% | +1,122+24.3% | Added |
| Foster & Motley Inc | 5,678 | $487.0K | 0.04% | −3,572−38.6% | Reduced |
| Your Advocates Ltd., LLP | 5,667 | $486.0K | 0.32% | −42−0.7% | Reduced |
| Miller Howard Investments Inc | 5,650 | $485.0K | 0.02% | −673−10.6% | Reduced |
| Savant Capital, LLC | 5,650 | $485.0K | 0.02% | +742+15.1% | Added |
| Congress Park Capital LLC | 5,640 | $484.0K | 0.24% | −500−8.1% | Reduced |
| Essex Savings Bank | 5,742 | $484.0K | 0.19% | +125+2.2% | Added |
| Vantage Consulting Group Inc | 5,609 | $481.0K | 0.08% | +2,574+84.8% | Added |
| Mountain Capital Investment Advisors, Inc | 5,950 | $481.0K | 0.22% | +5,950 | New |
| Childress Capital Advisors, LLC | 5,585 | $479.0K | 0.22% | −2,211−28.4% | Reduced |
| Ontario Teachers Pension Plan Board | 5,521 | $474.0K | 0.01% | +769+16.2% | Added |
| Clarius Group, LLC | 5,511 | $473.0K | 0.04% | +117+2.2% | Added |
| Proequities, Inc. | 5,518 | $473.0K | 0.03% | +139+2.6% | Added |
| Outfitter Financial LLC | 5,500 | $472.0K | 0.36% | 00.0% | Unchanged |
| Intrua Financial, LLC | 6,273 | $467.0K | 0.11% | +55+0.9% | Added |
| Bennicas & Associates, Inc. | 5,408 | $464.0K | 0.26% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 5,405 | $464.0K | 0.33% | 00.0% | Unchanged |
| Valley Brook Capital Group | 5,413 | $464.0K | 0.44% | +52+1.0% | Added |
| Laffer Tengler Investments | 5,402 | $463.6K | 0.17% | +4,050+299.6% | Added |
| Weaver Consulting Group | 5,387 | $462.0K | 0.26% | −424−7.3% | Reduced |
| Charles Schwab Trust Co | 5,378 | $462.0K | 0.09% | +400+8.0% | Added |
| Trust Co of Toledo NA | 5,359 | $460.0K | 0.08% | −504−8.6% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 5,350 | $459.0K | 0.17% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 5,325 | $457.0K | 0.04% | +107+2.1% | Added |
| Coastline Trust Co | 5,299 | $455.0K | 0.06% | −310−5.5% | Reduced |
| Cambridge Trust Co | 5,293 | $455.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 5,290 | $454.0K | 0.05% | −152−2.8% | Reduced |
| Colony Group LLC | 5,254 | $451.0K | 0.01% | −506−8.8% | Reduced |
| Institutional & Family Asset Management, LLC | 5,241 | $450.0K | 0.07% | −1,050−16.7% | Reduced |
| FineMark National Bank & Trust | 5,242 | $450.0K | 0.02% | +37+0.7% | Added |
| Dorchester Wealth Management Co | 5,235 | $449.0K | 0.10% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 5,540 | $449.0K | 0.06% | +463+9.1% | Added |
| Orion Portfolio Solutions, LLC | 5,218 | $448.0K | 0.02% | −127−2.4% | Reduced |
| Prentice Wealth Management LLC | 5,222 | $448.0K | 0.23% | +23+0.4% | Added |
| Lincoln Capital LLC | 5,207 | $447.0K | 0.13% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 5,189 | $445.0K | 0.30% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 5,196 | $444.0K | 0.15% | −794−13.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,176 | $444.0K | 0.02% | 00.0% | Unchanged |